Head of USWM Wealth Advisory
Req #: 200022540
Location: New York, NY, US
Job Category: Wealth Management
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase wealth management business, J.P. Morgan Securities and You Invest - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.
The Wealth Planning and Advice group ("WP&A") believes that wealth managed with intent leads to better outcomes for our clients. By listening and focusing on clients first (rather than products), we can better understand their needs, concerns, and goals ---- to determine how products and performance align to enable clients to achieve their desired outcomes. This foundation builds stronger relationships and leads to higher client satisfaction.
Our Wealth Advisors work with our clients and financial advisors by providing objective, event-driven financial advice focused on each client's whole financial picture. They demonstrate expertise on investment products across equities, fixed income, mutual funds, annuities, as well as trusts and estates, educational needs, and retirement planning. Additionally, they advise on beneficiary designations and legacy planning and/or contingency planning,
This role will lead Wealth Management's Wealth Advisors. The Head of WM Wealth Advisory will set a strategic vision and be responsible for Wealth Advisor engagement across the US. They will coordinate across markets to identify trends/feedback and future needs to better support clients achieve their financial objectives. Finally, they will be critical partner to our National and Regional Leadership teams, Practice Management, Investments & Advice teams, and Client Solutions teams.
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives
Strong knowledge of personal, fiduciary, corporate and partnership income tax, with prior experience applying that knowledge specifically to the sophisticated needs of affluent and high net worth clients
Ability to evaluate wealth transfer needs and issues of clients and prospects, identify which of the available strategies are appropriate, educate clients and work with clients and professional advisors to determine which recommendations to implement
Proven ability to partner with clients' other advisors to include an established, highly respected reputation with the external professional advisor community
Ability to communicate sophisticated wealth planning concepts to all levels of clients and prospects
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
Demonstrated understanding of wealth management including, but not limited to: investment management, credit and banking
Proven track record of team leadership and delivering on large organizational initiatives
Collaborative, diverse, and inclusive operating model to invite new perspectives and incorporate expertise from all team members
Ability to work in a team based environment and assist in the development and retention of junior team members; recruit, develop and manage top talent
15+ years complex financial planning experience
JD and/or CPA preferred
Bachelor's degree required
Recognized expertise in managing the financial needs affluent and high net-worth individuals and/or families
Jpmorgan Chase & Co.